Dip.FP, CSM, Grad Dip Bus Admin, B.A, C.Dec, AFP
Mark is our longest-serving financial adviser, and has over 25 years’ experience. Mark has previously worked in a range of financial administration and planning roles for high-profile organisations including Suncorp and Sunsuper, as well as with a range of boutique financial planning practices.
Mark specialises in providing pre- and post-retirement planning, along with advice relating to super contributions, Centrelink, estate planning, redundancy, wealth creation and insurance. His extensive technical knowledge, coupled with his honest and ethical approach, has helped him to establish successful and long-term relationships with his clients.
Mark provides financial advice for clients from the Sunshine Coast and Brisbane to Toowoomba.
"What I like about my role is that I’m ultimately helping people. I’m helping people understand more about their finances and I’m helping people to achieve their goals. I get a real buzz from hearing all about the successes that my clients have achieved."